- We are employee owned, which ensures stability of our purpose and alignment of interests;
- Our commitment is to your goals, interests, and results;
- We encourage straightforward and regular conversations;
- We combine our disciplined investment process with transparency, liquidity, and simplicity;
- We provide a complete offering of integrated wealth management and family office services, including coordination with outside professional advisors;
- We examine the entire balance sheet, not just the investable assets, along with short and long-term needs, not just the rate of return;
- Our team has depth across the investment process, from evaluating the vast landscape of fund managers to creating customized portfolios. Our expertise spans from traditional to non-traditional asset classes, and includes personalized investments if, for example, you are interested in socially responsible investing. Because we have a history of implementing non-traditional investment strategies, we have developed direct-access with investment managers across the country;
- Our partners, Charles Schwab & Co., Inc. and TD Ameritrade Institutional, two of the largest custodians in the United States hold all client assets, provide 24-hour access, regular statements, and peace of mind that your accounts are secure; and
- Most important, we invest in a personal relationship with you.
At Next Generation Wealth Management, we are distinctly qualified to deliver our expertise through a customized, high-touch, boutique client experience.